See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,827 | $21,859+27.3% | - | $64,186-56.6% |
| Participation rate | 40.6% | 49.4%-8.8pp | - | 69.6%-28.9pp |
| Annual return | -6.21% | -2.64%-3.6pp | - | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | - | $2,381-100.0% |
| Participant deferral / active EE | $856 | $1,289-33.6% | - | $3,470-75.3% |
| Admin fee / account holder | $162 | $1,657-90.2% | - | $4,888-96.7% |